Folders & favorites
Organize by relationship and pin the people you reach for daily.
Your startup's shared address book. Store investors, customers, advisors, vendors, and team contacts in one place, organize them into folders, mark favourites, and link them to leads and deals.
Built for
Capabilities
Everything ships out of the box. No setup, no plugins, no extra tools.
Organize by relationship and pin the people you reach for daily.
Contacts link to Leads, Deals, and Fundraising deals.
CSV import; export when you need it.
Title, company, channels, notes, tags.
Quick start
Manually or via import.
Folders, favorites, tags.
Connect to a lead, deal, or fundraising entry.
Filter, find, and act.
Yes. Open the contact's detail view — you'll see Related Leads and Related Deals sections where you can link existing records.
The contact stays — it just becomes 'Unfoldered'. You can re-file it any time.
Pick all the teammates under Shared Access when you create or edit a contact. Anyone you don't list won't see it unless they have an admin-level role.
The importer skips rows that already exist (matched on email). The import summary tells you how many were imported, skipped, or errored.
Yes — open the contact's detail view and use the delete action. You'll be asked to confirm because the action can't be undone.
The image is processed to extract text — only the structured data lands on the contact form for you to review. You can edit anything before saving.
Yes, all members with module access see the directory. You can mark contacts private if needed.
Imports/exports are CSV today; calendar integrations cover meeting flows.
Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.
Nothing leaves your workspace without your yes.
247 contacts
Aarav Mehta
Aisha Bello
Daniel Wu
Elena Vasquez
Henrik Olsen
Jordan Reyes
Marcus Kim
Priya Patel
Sofia Chen
Tomás Rivera
FoxBridge Capital — $2.5M
Term sheet · Due diligence